NEW York State Teamsters Conference Pension & Retirement Fund
Taft-Hartley plan, based in Syracuse, New York, reporting $2.8B in assets, for 33,330 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, NEW York State Teamsters Conference Pension & Retirement Fund funded ratio 40.0% -> 52.2% (2023-01-01 to 2024-01-01).
3 more advisers, 3 more managers, 36 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- State Street Msci Eafe Index Non-Le3 commitments
- State Street S&p Global Largemidcap3 commitments
- State Street U.S. High Yield Bond I3 commitments
- State Street Global Advisors Trust Company26 commitments
- State Street Global Advisors Trust4 commitments
- Nepf Aew Reits3 commitments
Relationship network
115 connected entities39 observed commitments18 repeat counterparties37 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.6%
- Other investments 0.0%
- Partnership/joint venture interests 25.1%
- Common/collective trusts 57.3%
- Registered investment companies 6.0%
- Common stock 3.3%
Consultants and advisers
- Fiduciary Counselors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- MA Polce Consulting, Inc. General consultantthrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust Company26 rows, latest Dec 31, 2024
- State Street Global Advisors Trust4 rows, latest Dec 31, 2024
- Nepf Aew Reits3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- Loomis Saylesplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Funded status changedNEW York State Teamsters Conference Pension & Retirement Fund funded ratio 40.0% -> 52.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNEW York State Teamsters Conference Pension & Retirement Fund plan assets $1.5B -> $1.8B (+21.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceNEW York State Teamsters Conference Pension & Retirement Fund no longer reports Russell 1000 Index Nl Fund (State Street Global Advisors Trust) (last held $101M at 2022-12-31; absent from the 2023-12-31 filing)with State Street Global Advisors Trustaskebsa.dol.gov
- Dec 31, 2023Holding startedNEW York State Teamsters Conference Pension & Retirement Fund first reports an interest in Russell 1000(r) Indx Nl Fund: $185M at 2023-12-31with Russell 1000(r) Indx Nl Fundaskebsa.dol.gov
- Dec 31, 2023Holding startedNEW York State Teamsters Conference Pension & Retirement Fund first reports an interest in Senior Floating Rate Fund LLC: $28M at 2023-12-31with Senior Floating Rate Fund LLCaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | State Street Msci Eafe Index Non-Lecollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $112M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street S&p Global Largemidcapcollective trust | State Street Global Advisors Trust | Pooled vehicles | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street U.S. High Yield Bond Icollective trust | State Street Global Advisors Trust Company | Fixed income | $66.7M held | Disclosed holding | askebsa.dol.gov |
+36 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 33,330 | Not disclosed | Not disclosed | n/a | $2.8B | $711M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 33,952 | Not disclosed | Not disclosed | n/a | $2.8B | $752M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 33,959 | Not disclosed | Not disclosed | n/a | $3.1B | $761M | Not disclosed | Not disclosed |
- Paravati, Karl, Green & Debella, at codes 29 50 $1.5M PY2024
- Horizon Actuarial codes 11 50 $606,099 PY2024
- Onegroup, Inc. codes 49 50 $422,443 PY2024
+222 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
NEW York State Teamsters Conference Pension & Retirement Fund sits on 15 traced paths of capital across the graphs.
DFX traced 15 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+6 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+13 connections on the graph
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